Investment adviser · CRD 171346
DESTINY WEALTH PARTNERS, LLC
Investment adviser filing (IA)
TAVARES, FL, United States · Form ADV filed Jun 19, 2026
- Regulatory AUM
- $947M Form ADV · Item 5.F
- Client accounts
- 2,949 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 238 | $707,719,326 | 74.7% |
| Individuals | 701 | $238,745,326 | 25.2% |
| Corporations & businesses | Fewer than 5 | $823,939 | 0.1% |
Filing source
Form ADV 2114450 · Jun 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2100 LAKE EUSTIS DR.TAVARES, FL, 32778, United States
CRD 171346
Filing source
Form ADV 2114450 · Jun 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.